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Amplify CWP Enhanced Dividend Income ETF

245 hedge funds and large institutions have $1.69B invested in Amplify CWP Enhanced Dividend Income ETF in 2023 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 83 increasing their positions, 93 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 16

40% more funds holding in top 10

Funds holding in top 10: 1521 (+6)

16% more funds holding

Funds holding: 211245 (+34)

10% more capital invested

Capital invested by funds: $1.54B → $1.69B (+$152M)

1.84% more ownership

Funds ownership: 54.63%56.47% (+1.8%)

11% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 93

26% less call options, than puts

Call options by funds: $132K | Put options by funds: $179K

Holders
245
Holders Change
+34
Holders Change %
+16.11%
% of All Funds
3.57%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.31%
New
52
Increased
83
Reduced
93
Closed
16
Calls
$132K
Puts
$179K
Net Calls
-$47K
Net Calls Change
-$609K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
AE Wealth Management
Kansas
$311K +$11.8K +335 +4%
BAM
177
BOS Asset Management
Illinois
$309K
National Bank of Canada
178
National Bank of Canada
Quebec, Canada
$308K
FFA
179
Fragasso Financial Advisors
Pennsylvania
$307K +$295K +8,390 New
DWM
180
Denver Wealth Management
Colorado
$307K -$84.3K -2,396 -22%
CA
181
Cornerstone Advisory
Maryland
$300K
IA
182
Insight Advisors
Pennsylvania
$298K -$17.4K -495 -6%
SWA
183
Stratos Wealth Advisors
Ohio
$296K +$60.8K +1,727 +27%
CMS
184
Capital Market Strategies
Florida
$276K -$2.11K -60 -0.8%
PCIA
185
Prime Capital Investment Advisors
Kansas
$270K +$260K +7,384 New
IFPG
186
Intrepid Financial Planning Group
Indiana
$270K
LWM
187
Laidlaw Wealth Management
New York
$263K -$631K -17,933 -71%
VF
188
Virtu Financial
New York
$255K +$246K +6,981 New
GIA
189
Gladstone Institutional Advisory
Florida
$253K -$52.3K -1,487 -18%
SEA
190
Stegent Equity Advisors
Texas
$241K -$381K -10,831 -62%
GJWM
191
Gilliland Jeter Wealth Management
Arkansas
$239K +$230K +6,530 New
SPC
192
Sigma Planning Corp
Michigan
$230K -$174K -4,952 -44%
CG
193
Caprock Group
Idaho
$229K +$2.6K +74 +1%
FNBT
194
FineMark National Bank & Trust
Florida
$224K +$215K +6,126 New
TWM
195
TriaGen Wealth Management
California
$220K
BJL
196
Brighton Jones LLC
Washington
$220K +$106 +3 +0%
CAPTRUST Financial Advisors
197
CAPTRUST Financial Advisors
North Carolina
$212K +$35 +1 +0%
RRWA
198
Rainey & Randall Wealth Advisors
Florida
$212K +$204K +5,800 New
AAS
199
Ameritas Advisory Services
Nebraska
$211K -$47.6K -1,352 -19%
AFO
200
Arrowroot Family Office
California
$211K +$203K +5,772 New

DIVO Hedge Fund Activity: Q4 2023 in Review

245 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Amplify CWP Enhanced Dividend Income ETF (DIVO) for Q4 2023, worth a combined $1.69B — up 9.9% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new DIVO positions and 16 closed out — a net gain of 36 holders — while 83 added to existing stakes and 93 trimmed.

The largest buyer was Retirement Planning Group (Kansas), adding an estimated $16.2M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $14.9M.

  • 245 institutional investors held Amplify CWP Enhanced Dividend Income ETF (DIVO) as of Q4 2023, up from 211 in Q3 2023.
  • Funds reported $1.69B of Amplify CWP Enhanced Dividend Income ETF stock for Q4 2023, up 9.9% quarter-over-quarter.
  • 52 funds opened new Amplify CWP Enhanced Dividend Income ETF positions in Q4 2023 and 16 closed out, a net change of +36 holders.
  • The largest Amplify CWP Enhanced Dividend Income ETF buyer in Q4 2023 was Retirement Planning Group (Kansas), an estimated $16.2M added.
  • The largest Amplify CWP Enhanced Dividend Income ETF seller in Q4 2023 was Raymond James Financial Services Advisors, an estimated $14.9M sold.

Based on aggregated 13F filings for Q4 2023.